How to view a customer report in Quikpair

Everything about one customer on a single page — what they owe, and everything you have done for them.

Steps

  1. Open Customers and tap View Report on their row.
    Open a customer report, step 1, on a desktop browserOpen a customer report, step 1, in the mobile app
    • 1 Statement
    • 2 Edit
  2. The cards at the top show Total Repairs, Total Sales, Repair Balance, Sales Balance and the Total Outstanding Balance.
  3. Use the tabs to move between their repairs, sales, payments and rent orders.
    Open a customer report, step 3, on a desktop browserOpen a customer report, step 3, in the mobile app
    • 1 New repair
    • 2 New sale
  4. Tap any row to open that document.
  5. Edit Customer changes the record; Statement opens the full ledger. New repair and New sale start a document with them already filled in.

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